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← LMC LEGACY FOUNDATION

Form 990 for tax year 2022

Filed by LMC LEGACY FOUNDATION.

Totals

Total revenue
$268,520
Total expenses
$362,595
Contributions and grants received
$300
Grants paid
$291,269
Program service revenue
$0
Investment income
$268,220
Other revenue
$0
Total assets, end of year
$8,809,165
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,809,165
Program services expenses (Part IX)
$323,999
Management and general expenses
$38,596
Fundraising expenses
$0
Program service expenses (Part III)
$323,999

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $300

  • 3 · Investment income

    total $289,046 · related or exempt $289,046

  • 7a · Gross sales of assets other than inventory

    securities $3,635,126

  • 7b · Less cost or other basis and sales expenses

    securities $3,655,952

  • 7c · Gain or loss

    securities -$20,826

  • 7d · Net gain or loss

    total -$20,826 · related or exempt -$20,826

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $291,269 · program services $291,269

  • 11c · Fees: accounting

    total $1,643 · management and general $1,643

  • 11f · Fees: investment management

    total $34,540 · management and general $34,540

  • 11g · Fees: other

    total $1,815 · management and general $1,815

  • 12 · Advertising and promotion

    total $13,672 · program services $13,484 · management and general $188

  • 13 · Office expenses

    total $395 · management and general $395

  • 14 · Information technology

    total $13,490 · program services $13,490

  • 16 · Occupancy

    total $585 · program services $585

  • 23 · Insurance

    total $3,495 · program services $3,495

  • 24a · Other expenses: EVENT EXPENSE

    total $1,176 · program services $1,176

  • 24b · Other expenses: MISC DONATION

    total $500 · program services $500

  • 24c · Other expenses: STATE REGISTRATION

    total $15 · management and general $15

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,287 · end of year $8,608

  • 2 · Savings and temporary cash investments

    beginning of year $49,082 · end of year $485,470

  • 11 · Investments: publicly traded securities

    beginning of year $8,050,056 · end of year $7,937,642

  • 12 · Investments: other securities

    beginning of year $397,626 · end of year $377,445

  • 27 · Net assets without donor restrictions

    beginning of year $8,509,051 · end of year $8,809,165

Mission and programs · 2022

Mission

TO PROMOTE HOPE, HEALING AND WHOLENESS THROUGH INNOVATIVE AND INTEGRATIVE BEHAVIORAL HEALTHCARE RESOURCES THAT NURTURE MENTAL HEALTH AND RESILIENCE.

  • ASSIST LANCASTER MENNONITE CONFERENCE TO CONTINUE ITS VISION OF "FINDING A BETTER WAY" TO PROMOTE HOPE, HEALING AND WHOLENESS THROUGH INNOVATIVE AND INTEGRATIVE BEHAVIORAL HEALTHCARE RESOURCES THAT NURTURE MENTAL HEALTH AND RESILIENCE.

    Expenses $323,999 · Grants $291,269

As filed on the 2022 return.

Listed in Part VII

  • Janet Stauffer

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Danwe N'Dikwe

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Trevor S Bare

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Sarah Mattern

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Jim Herr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Marcia Mylin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
30 October 2023
IRS schema version
2022v5.0
Source object
202333039349302258

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